1. CL Change Enquiry

  • To search debtor name, user can use search parameters as below: 

  • - Debtor Code 

  • - Debtor Name 

                - Company No 

  •           - Contact Person 

  •           - Nature of Business 

 

  • To view credit limit information for particular debtor, user needs to select at any debtor name. 
  • A new page will appear for user to view credit limit information. 
  • User can also create permanent/temporary credit limit by clicking on “Create Permanent CL” or “Create Temporary CL”. 

 

  • A new dialog box will appear for user to create the permanent CL for debtor. 
  • Fill in all the required field. Then, click “Create” to create the permanent CL. 

 


  • All the created permanent/temporary credit limits will be posted under the Created CLs tab 

 

  • All the submitted permanent/temporary credit limits will be posted under Submitted CLs tab. 

 

  • All the history of credit limits for the particular debtor will be showed under Debtor CL History tab.

2. Awaiting Submission

  • To view credit limit information, user has to select at any debtor name. 
  • User can search debtor name by using search parameters as below: 

        - Debtor Code 

        - Debtor Name 

        - CL # 

        - Created By 

        - Creation Date 

        - Activation Date 

        - Expiration Date 

 

  • A new page will appear for user to view the credit limit information under Awaiting Submission tab. 
  • User can submit temporary CL by clicking on “Submit Temp CL” or cancel the CL by clicking om “Cancel CL” button. 

 

  • All the history for Debtor CL under Awaiting Submission will be showed under "CL History" tab.


3. Awaiting Approval

  • In Awaiting Approval tab, user has to select at any debtor name. 

 

  • User can reject the credit limit by clicking on “Reject CL” button.

  • All the history for Debtor CL under "Awaiting Approval" tab will be showed under CL History tab.

 

4. Credit Limit by Status
  • User can search credit limit status by clicking on the bar next to Credit Limit Status. 
  • To view credit limit information, select any debtor name. 

 

  •  A new page will appear for user to view the credit limit information for the particular debtor.